Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SERVICESOURCE INTERNATIONAL, INC. | 506,114 | reported | 13 May 2020 | tx 5+750,000−18,886 |
| EngageSmart, Inc. | 0 | reported | 26 Jan 2024 | tx 11+64,816−52,126 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 21,191 | 23.00 USD | |
| 26 Jan 2024 | OTHER | EngageSmart, Inc. | 16,089 | — | deriv |
| 22 Sept 2023 | EXERCISE | EngageSmart, Inc. | 6,346 | 0.00 USD | |
| 22 Sept 2023 | EXERCISE | EngageSmart, Inc. | 6,346 | 0.00 USD | deriv |
| 16 May 2023 | EXERCISE | EngageSmart, Inc. | 8,500 | 0.00 USD | |
| 17 May 2023 | GRANT_AWARD | EngageSmart, Inc. | 9,550 | 0.00 USD | deriv |
| 16 May 2023 | EXERCISE | EngageSmart, Inc. | 8,500 | 0.00 USD | deriv |
| 22 Sept 2022 | EXERCISE | EngageSmart, Inc. | 6,345 | 0.00 USD | |
| 22 Sept 2022 | EXERCISE | EngageSmart, Inc. | 6,345 | 0.00 USD | deriv |
| 24 May 2022 | GRANT_AWARD | EngageSmart, Inc. | 8,500 | 0.00 USD | deriv |
| 27 Sept 2021 | GRANT_AWARD | EngageSmart, Inc. | 19,230 | 0.00 USD | deriv |
| 13 May 2020 | GRANT_AWARD | SERVICESOURCE INTERNATIONAL, INC. | 225,000 | 0.00 USD | |
| 07 Dec 2019 | TAX_WITHHOLDING | SERVICESOURCE INTERNATIONAL, INC. | 1,522 | 1.60 USD | |
| 04 Sept 2019 | TAX_WITHHOLDING | SERVICESOURCE INTERNATIONAL, INC. | 17,364 | 0.94 USD | |
| 07 Dec 2018 | GRANT_AWARD | SERVICESOURCE INTERNATIONAL, INC. | 25,000 | 0.00 USD | |
| 07 Dec 2018 | GRANT_AWARD | SERVICESOURCE INTERNATIONAL, INC. | 500,000 | 0.00 USD | deriv |